HomeMy WebLinkAboutMINUTES - 05152007 - C.61 TO: BOARD OF SUPERVISORS ' . Contra
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FROM: Dennis M. Barry, AICP
Costa
Director of Community Development County
DATE: May 15, 2007 �� b
SUBJECT: ALLOCATION OF $1,558,206 IN MENTAL HEALTH SERVICES ACT FUNDS TO
AFFORDABLE HOUSING PROJECTS
SPECIFIC REQUEST(S) OR RECOMMENDATIONS(S) & BACKGROUND AND JUSTIFICATION
RECOMMENDATIONS
1. APPROVE an allocation of $700,000 in Mental Health Services Act (MHSA) funds to Villa
Vasconcellos LP for the construction of Villa Vasconcellos senior apartment project at 1515
Geary Road in Walnut Creek.
2. APPROVE a conditional allocation of $564,322 in MHSA funds to Rubicon Programs for the
rehabilitation of 909 — 919 Virginia Avenue Apartments in Richmond.
3. APPROVE a conditional allocation of $293,884 in MHSA funds to Community Housing
Development Corporation of North Richmond for the construction of the Lillie Mae Jones Plaza
multi-family project at 214 MacDonald Avenue, Richmond.
FISCAL IMPACT
No General Fund impact. MHSA funds are provided to the County on a formula allocation basis
through the State Department of Mental Health.
BACKGROUND/REASONS FOR RECOMMENDATIONS
In November 2004, California voters approved Proposition 63, the Mental Health Services Act
(MHSA), intended to "transform the public mental health system." The revenues are generated from
an additional one percent tax on individuals whose incomes excICA
one million Ilar annually.
CONTINUED ON ATTACHMENT: X YES SIGNATURE:
_RECOMMENDATION OF COUNTY ADMINISTRATOR R Ef
OMMEN TION OF BOARD
COMMITTEE
APPROVE OTHER
SIGNATURE(S):
ACTION OF BOARD ON t5O APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A
UNANIMOUS (ABSENT ) TRUE AND CORRECT COPY OF AN
YES: NOES: ACTION TAKEN AND ENTERED ON THE
ABSENT: ABSTAIN: MINUTES OF THE BOARD OF
SUPERVISORS ON THE DATE SHOWN.
Contact: Kara Douglas, 335-7223 ATTESTED
Orig: Community Development/CDBG JOHN CU , CLERK
cc: County Administrator OF THE BOARD OF SUPERVISORS
County Counsel AND CO
UTY AD NIS TOR
Auditor-Controller BY.
HSD, Mental Health Division EPUTY
I
SUBJECT: ALLOCATION OF $1,558,206 IN MENTAL HEALTH SERVICES ACT FUNDS TO
AFFORDABLE HOUSING PROJECTS
DATE: May 15, 2007
PAGE: 2
The population to be helped under MHSA is defined as adults and older adults who have been
diagnosed with or who may have a serious and persistent mental illness, and children and youth who
have been diagnosed with or who may have serious emotional disorders, and their families.
According to the MHSA, the essential elements under a transformed mental health system include
community collaboration, cultural competence, client/family driven services, a wellness focus and
integrated services.
MHSA funds in the amount of $1,558,206 are available for one-time capital expenditures for low-
income and indigent individuals with psychiatric disabilities who are being served through Contra
Costa County's MHSA, Community Services & Supports Program. Priorities for these funds are
projects that are through the pre-development phase and needing "final" dollars in order to break
ground or be completed.
The Community Development Department, in partnership with the Health Services Department,
Mental Health Division, issued a Notice of Funding Availability in October 2006. The following three
projects applied for funds, which were considered by the Affordable Housing Finance Committee
(AHFC) on March 21, 2007. The AHFC developed funding recommendations for the Board of
Supervisors.
Villa Vasconcellos:
Resources for Community Development as Villa Vasconcellos L.P. is developing Villa Vasconcellos
apartments in Walnut Creek. This project involves the demolition of an abandoned Alzheimer facility
and the new construction of 69 one-bedroom units and 1 two-bedroom manager's unit on a 1 .37 acre
site. Construction has begun on the project and is expected to be completed in December 2007.
The 69 one-bedroom units will be affordable to and occupied by extremely low and low income
seniors. Twenty-five of the units are reserved for extremely low income seniors with disabilities. The
MHSA funds are intended to be used to support three units for seniors with psychiatric disabilities
who are being served through the County's Mental Health Service Act FSP.
The budget for this project is $20,970,935. Additional funds include City of Walnut Creek
($2,522,265), HOME Investment Partnership Act (HOME) Consortium ($2,225,000), Housing
Opportunities for Persons with AIDs (HOPWA) ($351,863), Federal Home Loan Bank Affordable
Housing Program (AHP) ($500,000), California Housing Finance Authority bond construction loan
($11,435,000), State Multifamily Housing Program (MHP) ($4,278,150), four percent low income
housing tax credits ($8,091 ,719), and developer contribution ($1,162,234).
Virginia Street:
Rubicon Programs Inc. owns and manages the 6 unit Virginia Street Apartments in the City of
Richmond, which it acquired in 1981. Rubicon operates the program as permanent supportive
housing for adults with mental illnesses.
The project was acquired using State Special User Housing Rehabilitation Program (SUHRP)
financing, which restricts this project as housing for the mentally disabled. The State rent restrictions
do not allow for sufficient revenue for Rubicon to maintain the property. The property is now so
deteriorated that only one unit is habitable. The MHSA funds will be used to rehabilitate the project
and return it to 6 units (12 bedrooms) at a rent that is affordable to tenants expected to be on Social
Security Income.
The estimated budget for this project is $564,332. The MHSA funds are the sole source of funding
for the Virginia Street rehabilitation. Without the MHSA funds, Rubicon may have to sell the property
and repay the State.
These funds are contingent on a full construction estimate that includes review and approval by the
County and inclusive of any City of Richmond requirements. Should the project budget be higher
than the current estimate, MHSA funds will be held until Rubicon has identified a source of funds to
cover the budget increase.
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SUBJECT: ALLOCATION OF $195589206 IN MENTAL HEALTH SERVICES ACT FUNDS TO
AFFORDABLE HOUSING PROJECTS
DATE: May 15, 2007
PAGE: 3
Lillie Mae Jones Plaza:
Community Housing Development Corporation of North Richmond (CHDC) is proposing to develop
Lillie Mae Jones Plaza, which involves the new construction of 26 units on three contiguous lots
between 1 st and 2nd Streets on MacDonald Avenue in the City of Richmond. The project will include
one, two, three and four bedroom units, along with a community room and a manager's office.
The units will be affordable to and occupied by extremely-low income households. Nine of the units r
will be designated as supportive housing units for the homeless and disabled. Of those units, two will
be designated for persons living with mental illness.
The preliminary development budget for this project is $9,408,656. As proposed, MHSA funds will be
used for construction costs. Additional sources of funds include City of Richmond ($2,734,000),
HOPWA ($300,000), MHP ($2,583,332), low income housing tax credits ($3,336,324), and AHP
funds ($156,000).
These funds are contingent upon the developer securing the balance of financing needed by October
31, 2007, including project-based rental subsidies, and construction commencing by December 2007
to ensure timely expenditure of MHSA funds.
Staff will return to the Board at a future date to request a determination pursuant to the California
Environmental Quality Act findings and approval of legal documents.
Required legal documents for these transactions will include, but may not be limited to the escrow
instructions, loan agreement, regulatory agreement, promissory note, deed of trust and security
agreement, subordination agreement, and estoppel certificate.
MHSA funds will be lent with no interest for 20 years, with an option to extend for an additional 20
years. MHSA funds will be in the most junior lien position in both the construction and permanent
financing phases. Due to the high construction costs and limited revenue from the restricted rents,
the total amount of the financing provided to the project may exceed the value of the completed
project. Even though equity investment in the Villa Vasconcellos and Lillie Mae Jones Plaza projects
is substantial compared to the amount of long term debt, the partnership agreements have numerous
safe guards of the investors equity. These safeguards essentially subordinate the County's debt to
the investor's equity. Therefore, the County funds may not be fully secured through the value of the
property.